Joanna Greene
Milestone Investments Columbus · Ridgeland, Mississippi
Joanna Greene is a fee-only financial advisor at Milestone Investments Columbus in Ridgeland, Mississippi. Joanna focuses on retirement planning. Milestone Investments Columbus reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Milestone Investments Columbus |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.69B across 4,324 accounts |
| SEC registration | Investment adviser representative in MS · CRD 7319191 |
| Exams passed | Series 66 (2026) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | milestoneig.com |
How Joanna's firm compares
- Milestone Investments Columbus's average account is about $391,000, from its Form ADV (assets managed divided by 4,324 accounts).
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Questions about Joanna
Is Joanna Greene a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joanna holds no broker registration, and Milestone Investments Columbus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joanna charge for financial advice?
Joanna's firm, Milestone Investments Columbus, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joanna Greene based?
Joanna Greene is based in Ridgeland, Mississippi.
What does Joanna specialize in?
Joanna's specialties include retirement planning. Joanna works with pre-retirees.
Is Joanna Greene registered with the SEC?
Yes. Joanna Greene is registered as an investment adviser representative in MS (CRD 7319191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milestone Investments Columbus manage?
Milestone Investments Columbus reports $1.69B across 4,324 accounts in assets under management.
How do I contact Joanna Greene?
Through Joanna's website, milestoneig.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Milestone Investments Columbus website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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